National Accounts Financial Consultant

Scotiabank; Ottawa; Remoto; CAD 65.000 - 95.000; Tempo integral

Resumo da vaga

Scotiabank is seeking a National Accounts Financial Consultant to support MD Wealth across Canada. The role involves deepening client relationships, coordinating with bank teams, and ensuring regulatory compliance while pursuing opportunities within the MD financial suite.

You will gather financial data from discovery conversations, prepare meetings, and stay current on tax, investment trends and offerings to serve clients effectively. Travel is required roughly 2 times per year.

Qualificações

• University degree in business, commerce or equivalent related to financial planning.
• CIRO licensed as a Registered Representative with CIRE/RSE; Life LLQP license and related regulatory requirements.
• Experience in financial planning and services including banking and lending.

Responsabilidades

• Expand client relationships and leverage bank-wide relationships and knowledge.
• Prepare client meeting materials, notes and identify next opportunities.
• Ensure compliance with industry regulations and MD's program requirements.
• Contact clients by phone and written communication to promote MD products and services.

Conhecimentos

Client relationships

Financial planning

Regulatory compliance

Communication skills

Travelling readiness

Formação

University degree in business or commerce

Ferramentas

CIRO-RR license

RSE/CIRE exams

LLQP Life License

PQPA (Quebec only)

Descrição da vaga

Title: National Accounts Financial Consultant

Requisition ID: 277341

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The National Accounts Financial Consultant contributes to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

THIS ROLE CAN BE LOCATED FROM ANY MD OFFICE IN CANADA

Is this role right for you? In this role, you will:

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Participate in client meeting preparation, drafting post meeting notes and identifying next opportunities, gathering, and inputting financial data resulting from discovery conversations.

Understand and comply with all industry regulations and MD's program and process requirements.

In an effort to identify new opportunities and ensure service alignment, you will connect with clients by phone and in writing, communicating marketing initiatives, conducting meaningful discovery conversations and fostering engagement relative to the MD financial suite and Scotiabank offerings.

Help promote/advocate MD products and services with clients and prospects, which involves re-engaging our “disengaged” clients.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients.

Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• University degree in business, commerce or equivalent degree related to the practice of financial planning.
• CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements.
• Demonstrated working knowledge of financial planning and financial services, including banking and lending products.
• Minimum of 1-2 years’ experience in an advisory role supporting clients.
• Ability to travel to meetings and events, approximately 2 times per year.

#L1-CB1

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services.